Greenspring Advisors

Happy Thanksgiving from the Greenspring Team! We hope this holiday is filled with gratitude and abundance for everyone who celebrates! Our offices will be closed on Thursday, November 28th, and after 1:00 PM on Friday, November 29th.

Join us in congratulating Matt Cellini, Christian Stanley, and Reiley Crosby, CRPS?, AIF?, on their recent award, NAPA 2025 Aces: Top 100 Retirement Plan Advisors Under 40. “Achievements like this don’t happen in a vacuum — they’re a reflection of the amazing team and the thoughtful structure we’ve built here at Greenspring Advisors,” continued Stanley. “Together, we’ve created an environment that allows us to focus on what truly matters: mastering our craft and fostering meaningful relationships that bring real value to our clients and their employees. I’m grateful every day to do what I love with such a talented group of people." Read more about their achievement: https://bit.ly/3CLjbK4 . . . The NAPA 2025 Aces: Top 100 Retirement Plan Advisors Under 40 was awarded by the National Association of Plan Advisors on November 18, 2024, based on the time period of the year prior. This was awarded to Matt Cellini, Reiley Crosby, and Christian Stanley. Greenspring Advisors and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are proud to announce that we have been listed in etf.com's Top 50 RIA Firms for 2024! You can read more about this award here: https://bit.ly/3B7dfKL . . . The Top 50 RIA Firms list was created byetf.com on November 18, 2024, based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are excited to announce that Zack Hubbard, CFP?, was named in the Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars list by InvestmentNews! “I am immensely grateful that I get to wake up every morning and go to work alongside a team of individuals as dedicated and passionate about the mission as I am. I look forward to carrying our success into 2025 and beyond," said Zack. Read more: https://bit.ly/4fCwbjO . . . The InvestmentNews Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars was awarded by InvestmentNews on November 20, 2024, based on the time period of the year prior. This was awarded to Zack Hubbard. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are honored to be recognized in the Baltimore Business Journal’s Fast 50 for 2024 as the 7th Fastest-Growing Private Company in the Greater Baltimore area by two-year companywide revenue growth. “We are thankful for our clients and colleagues and are honored to be recognized with so many iconic Baltimore companies in this area, and it fuels our desire to live out our core purpose — to help every person live their ideal life,” said Patrick Collins, Partner & CEO of Greenspring Advisors. Read more: https://bit.ly/3CDjhmU . . . The Baltimore Business Journal's Fast 50 2024: Greater Baltimore's fastest-growing private companies was awarded on 11/14/24 by the Baltimore Business Journal. This was based on the time period of the year prior, and organizations listed had to have shown consistent growth in revenue over a two-year period. Greenspring Advisors did not pay to participate. In receipt of the award at the Baltimore Business Journal's event, Greenspring Advisors sponsored a ticket for employee attendance at the event in addition to the complimentary ticket offered. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start. Read more in Jeremy Stack, CFP?'s latest blog: https://bit.ly/3Oj3KLF

Is your 401(k) plan designed for timely retirement? Delayed retirements are rising, impacting employer costs and workforce dynamics. Strategic plan features like Health Savings Accounts (HSAs), retirement income funds, and in-plan annuities can help. Learn more about these strategies below and reach out if you have questions! #Maryland #Retirement #EmployeeExperience?

Join us in congratulating Molly Goetz! We are proud to announce that she was named an Excellence Awardee in the InvestmentNews Women to Watch awards category Allyship Champion of the Year! “It is an incredible honor to be nominated for the Allyship Champion of the Year Award. It is critical that we expand the presence of women in this industry by serving as an example and supporting the next generation of advisors,” said Molly. Read more about this accomplishment here: https://bit.ly/3UMejKD . . . The Investment News Women to Watch- Allyship Champion of the Year Excellence Awardee was awarded to Molly Goetz, CFP?, CDFA?, MBA on 11/6/24 by Investment News. This was based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

?? We are hiring! ?? The application window for the Summer 2025 Greenspring Advisors Internship Program is now open. We will be accepting applications until November 29, 2024. If you are interested in applying, please send your resume and a brief paragraph about yourself to [email protected] to apply. Learn more about the program: https://bit.ly/3NGmwfI

Conducting an annual financial review is a tool for securing a strong financial future. As a retirement plan sponsor, encourage your employees to undertake this important task. You can help them build a stronger financial foundation today. #Maryland #Workpace #Finance